Rentech(RTK) - gas-to-liquids and cleaner fuel Message Board

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Microcap & Penny Stocks : Rentech(RTK) - gas-to-liquids and cleaner fuel

RTK 0.200

+5.3%

Oct 13 5:00 PM EST

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To: LesX who wrote (300)	10/30/1997 12:57:00 AM
From: TokyoMex	Read Replies (1) of 14347

So you are the one in JC Penny suit !!! ROFLMIAO Here is an EM from IR dept IN Mexico. He must be having a good time there, even though he says its for conference. He sounds kind of tight here. Too many margaritsa perhaps ? Subj: email Date: 97-10-28 18:28:57 EST From: RNTK1331 To: TokyoMex GENTLEMEN. THERE ARE SEVERAL KEY POINTS THAT YOU NEED TO CONSIDER. WE ARE NOT AN EARNINGS PLAY IN THE SHORT RUN ANY WAY. WE ARE GROWING THE BUSINESS TO GET IN THAT POSITION. AS A COMPANY WITH A GAS TO LIQUIDS TECH. IS THE ONLY COMPARISON TO SLHO. PHILOSIPHIES DIFFER. SYNTROLEUM HAS 40 EMPLOYEES AND WANT TO BUILD PLANTS AND SELL END PRODUCTS OUR OVERHAEAD WILL REMAIN LOW WE WILL LICENSE AND COLLECT ROYALTIES. ALSO POSSIBLY TAKE EQUITY IN BETTER LOOKING PROJECTS. WE HAVE 6 EMPLOYEES AT RENTECH MAY ONLY NEED 2 OR 3 MORE IN THE FUTURE. WE WILL LET THE BIG GUYS BUILD THE MULTIMILLION DOLLAR FACILITIES AND MANAGE THEM AND FIND THE MARKET FOR THE PRODUCTS. CANT GIVE DETAILS ON OKON BUSINESS HAVE NOT OWNED IT FOR A YEAR. NOT ABLE TO PROJECT YET BASED ON SECURITIES LAWS. SYNTROLEUM MAY HAVE SIGNED NONEXLUSIVE DEALS BUT WHERE ARE THEY. ARCO PLANT FOR END OF 98 NOT EVEN COOMERCIAL SCALE. BEING DONE TO DEVELOPE REACTOR TECHNOLOGY. RNTK HAS ALREADY DONE 250BBL \DAY PROVEN RECATOR TECH. SNTROLEUM HAS TO GO FROM THIS STEP WITH PARTNERS THEN PROVING IT COMMERCIALLY THEN BUILD A BIG PLANT . INDIA SHOULD BE OUT AND RUNNING AT 350 WHEN THESE GUYS ARE AT 70. THE BIG PICTURE IS THAT THE MARKET FOR GTL IS SAID TO BE AS BIG AS THE CURRENT MARKET FOR OIL. THE LARGEST MARKET IN THE WORLD . ONLY 6 OR 7 PLAYERS OWN TECHNOLOGY AND 4 ARE NOT GIVING IT TO ANYONE ELSE. THERE IS ALOT OF ROOM FOR 6 OR 7 WHEN YOU CONSIDER HOW MANY OIL CO. THERE ARE. LASTLY IN THE SLH 10 K IT STATES TX CAN NOT USE SYN TECHNOLOGY IN CANADA , US , MEXICO, CHINA INDIA AND I THINK SOUTH AMERICA. CHECK ON THIS THOUGH BEFORE YOU SAY IT IS SO. THIS IS NOT A TECHNOLOGY THAT ONE CO DOMINATES JUST AS NO ONE CO. DOMINATES OIL. THE BIGGEST OIL CO EXXON HAS ONLY 3OR 4% OF THE ENTIRE MARKET. ANYWAY IF THIS STOCK DID GO TO 10 NEXT YEAR THAT WOULD NOT BE TO BAD. RENTECH IS A DEVELOPING CO. WITH LOW OVER HEAD CASH AND A CASH ENGINE IN OKON . BY THE WAY OKON ON ITS OWN IS A PROFITABLE CO. BEST REGARDS MARK KOENIG DIR IR

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